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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,320 | $77,817-90.6% | $123,553-94.1% | $64,173-88.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -13.57% | 12.49%-26.1pp | 119.21%-132.8pp | 7.63%-21.2pp |
| Employer contribution / active EE | $4,190 | $3,014+39.0% | $4,628-9.5% | $2,381+76.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21 | $5,519-99.6% | $9,284-99.8% | $4,887-99.6% |